Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kramer is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients and over $100 billion in assets under management. Michael has been in the industry since 1987. Michael has a wide range of experience, having worked for various firms in the past. Michael is a Registered Representative and Investment Advisor Representative in Indiana. Michael also has a strong background in property management and provides independent insurance services. Michael provides financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (LAWRENCEBURG IN)
IN
06/01/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (LAWRENCEBURG IN)
MA
02/14/2003 - 06/11/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
06/07/1993 - 02/25/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
03/09/1987 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 9/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/8/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/5/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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